About Us

Engaging the appropriate professionals – financial, tax and legal – in a coordinated fashion, is the first step in a successful transaction. Katmai Finance can either work as the coordinating agent for the transaction or it can be contracted to compliment your existing team.

After jointly determining the appropriate scope of services required, we employ a game plan that utilizes existing employees, if appropriate, and then engages outside professionals to insure that the client neither overpays for a given level of work nor find themselves under-gunned in the more sophisticated aspects of a transaction.

Our Services

Investor
Due Diligence

Project Financial Management

Sell Side Advisory Services and Financial Representation

Debt Financing and Placement

Family
Trust
Management

Katmai Finance Associates represented Steel Sales as the Sell Side Advisor in its divestiture of FS Alloys, Inc, a stainless-steel distributor located in Dallas, Texas.

March 2018

Katmai Finance provided buy side due diligence services to Rockwell Venture Capital in connection with its control investment in Ecoremedy, LLC., a leading provider of waste conversion systems. Ecoremedy converts a variety of waste streams, including agricultural and biosolids, to beneficial use such as energy and nutrients through its advanced gasification technology.

September 2017

Katmai Finance Associates represented Beth’s Barricades and D & D Leasing as the sell side advisor in their sale to RoadSafe Traffic Systems. Beth’s Barricades was the largest traffic safety company in Pennsylvania and RoadSafe Traffic Systems in the largest traffic safety company in the U.S.

July 2017

Katmai Finance represented a local investment group in the asset purchase of a New England based specialty steel rolling mills company. Katmai due diligence, financing and advisory services through closing.

May 2017

Katmai Finance completed a debt placement engagement for a local facilities management company.